Brenda Jankowski
Lake Worth,FL
Summary
Results-driven Private Client Banker with a proven track record in relationship building and problem-solving. Successfully managed comprehensive financial solutions, enhancing client satisfaction and retention.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Private Client Banker
J.P. Morgan Chase Bank
Palm Beach Gardens, FL
10.2019 - Current
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Delivered strong results in new account acquisition through strategic prospecting and networking efforts.
- Built long-lasting relationships with high-net-worth clients, earning their trust and loyalty.
- Implemented effective referral strategies within the branch network, increasing collaboration between teams for increased revenue generation.
- Managed comprehensive financial solutions for high-net-worth clients, enhancing client satisfaction and retention.
- Recognized as a National Achiever for five consecutive years.
Personal Banker
Wells Fargo
West Palm Beach, FL
12.2014 - 10.2019
- Managed client relationships, resolving inquiries and enhancing customer satisfaction.
- Conducted financial needs assessments, recommending suitable products and services to clients.
- Facilitated workshops on financial literacy for clients, empowering them with knowledge for better financial decisions.
- Resolved client disputes with empathy and efficiency, restoring confidence in banking services.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
Education
Bachelor of Science - Business Management
Palm Beach State College
Lake Worth, FL05.2020
Skills
- Relationship building and management
- Customer Service-oriented
- Time management abilities
- Problem-solving abilities
- Attention to detail
- Honest and dependable
- Teamwork and collaboration
- Languages: Portuguese (native), English (fluent), Spanish (conversational)
Certification
- FINRA Series 7 - General Securities Representative
- FINRA Series 63 - Uniform Securities Agent State Law
- Florida 2-14 License - Life (Including Annuities & Variable Contracts)
Timeline
Private Client Banker
J.P. Morgan Chase Bank
10.2019 - Current
Personal Banker
Wells Fargo
12.2014 - 10.2019
Bachelor of Science - Business Management
Palm Beach State College